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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1676
Burleson & Co
California
$198K +$768 +8 +0.4%
LWM
1677
Liberty Wealth Management
California
$197K -$27.2K -284 -13%
LWANC
1678
Laurel Wealth Advisors (North Carolina)
North Carolina
$196K – – –
SIS
1679
Sound Income Strategies
Florida
$194K +$52.5K +547 +39%
CWC
1680
Carolinas Wealth Consulting
North Carolina
$189K +$1.73K +18 +1%
LC
1681
Lindbrook Capital
California
$185K – – –
FCB
1682
First Command Bank
Texas
$182K -$9.5K -99 -5%
FCFS
1683
First Command Financial Services
Texas
$182K -$9.5K -99 -5%
LS
1684
Leelyn Smith
Illinois
$178K – – –
GAM
1685
Gemmer Asset Management
California
$170K +$2.02K +21 +1%
FWM
1686
FFT Wealth Management
Pennsylvania
$170K +$164K +1,712 New
EW
1687
Evoke Wealth
California
$168K -$11.6K -121 -7%
BWA
1688
BDO Wealth Advisors
Florida
$163K -$20.6K -215 -12%
RFA
1689
Reilly Financial Advisors
California
$162K -$46.6K -486 -23%
WP
1690
Waycross Partners
Kentucky
$160K – – –
MIM
1691
Meridiem Investment Management
United Kingdom
$159K – – –
POIA
1692
Pin Oak Investment Advisors
Texas
$156K +$9.6K +100 +7%
GWMIA
1693
Global Wealth Management Investment Advisory
Florida
$155K – – –
MA
1694
MCF Advisors
Kentucky
$155K +$98.5K +1,027 +191%
HCM
1695
Highlander Capital Management
New Jersey
$154K – – –
PCFFS
1696
Pacific Center for Financial Services
California
$154K – – –
LAM
1697
Lountzis Asset Management
Pennsylvania
$152K – – –
SN
1698
Sittner & Nelson
Oregon
$151K +$288 +3 +0.2%
FCA
1699
FinTrust Capital Advisors
South Carolina
$151K +$14.2K +148 +11%
MIFH
1700
Migdal Insurance & Financial Holdings
Israel
$146K +$20.9K +218 +17%
66 67
68
69 70